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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,981 | $181,896-83.5% | $156,551-80.8% | $273,972-89.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.98% | 30.74%-27.8pp | 32.23%-29.3pp | 41.46%-38.5pp |
| Employer contribution / active EE | $9,194 | $6,248+47.1% | $5,501+67.1% | $4,869+88.8% |
| Participant deferral / active EE | $16,000 | $5,550+188.3% | $4,871+228.5% | $5,287+202.6% |
| Admin fee / account holder | $120 | $15,560-99.2% | $13,028-99.1% | $10,133-98.8% |